See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,389 | $72,071-39.8% | $68,368-36.5% | $137,256-68.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.67% | 353.14%-328.5pp | 292.57%-267.9pp | 220.34%-195.7pp |
| Employer contribution / active EE | $3,346 | $2,788+20.0% | $2,649+26.3% | $4,156-19.5% |
| Participant deferral / active EE | $12,693 | $4,410+187.8% | $4,123+207.9% | $6,407+98.1% |
| Admin fee / account holder | $256 | $5,336-95.2% | $5,150-95.0% | $12,270-97.9% |